client portfolio manager jobs in Sutton Coldfield

A situated accountancy practice in Sutton seeks an experienced Audit Senior to manage audit portfolios and oversee financial statement production. The role requires ACCA or ACA qualifications, leadership skills, and expertise in UK GAAP. The firm offers a competitive salary range of £40,000 - £55,000 along with benefits to attract top talent. Ideal candidates will excel in client relationship...

You will act as a key advisor to clients, supporting business development efforts and identifying opportunities to add value.

You will be supported in your role with line management and leadership training as well as CPD access via Tolley’s, Croner-i, Mercia and Linked In Learning as required.

Are you a driven Private Client Legal Assistant with a minimum of 1 years' experience in the legal sector, looking for a new challenge with a prestigious Legal 500 firm? This is an excellent opportunity to demonstrate your outstanding administrative and organisational skills within a respected firm where your contributions will be valued. A solid understanding of wills and probate is essential,...

An exciting opportunity for an enthusiastic and well organised legal assistant in our friendly, well established and approachable private client team. Responsibilities Dealing with queries raised by clients, solicitors and other involved parties Provide client updates and monitor matter progression Opening and closing matters on the case management system compliant with the firm's AML and...

A forward-thinking legal firm in Sutton Coldfield is seeking an experienced Private Client Solicitor to join their growing team. This role offers flexibility with hybrid working options and an opportunity to share in the firm's success through an equity model. The ideal candidate will have experience managing a mixed caseload and a strong academic background. Join a collaborative culture that...

Our Legal 500–recognised client is seeking an experienced Private Client Legal Assistant with strong administrative and organisational skills. A solid understanding of wills and probate and the ability to manage multiple tasks in a fast-paced environment are essential. The Firm: Our Legal 500 client is a nationwide, full-service firm with 20+ offices, praised for its high-quality advice and...

A well-established legal practice is seeking an experienced Private Client Solicitor to join their busy Private Client Department. This is a fantastic opportunity for a motivated solicitor with a proven track record to contribute to the growth and success of the team while delivering excellent client service. What You’ll Do Support the ongoing development of the Private Client Department and...

A dynamic accountancy practice in Sutton Coldfield is seeking a full-time Senior Accountant. This position is ideal for candidates with 3-4 years' experience in a busy accountancy practice. Responsibilities include preparing accounts under FRS102, managing corporation tax and self-assessment returns, and direct client interactions. Ideal candidates will have experience with accounting software...

Job description The Big Idea: Help Brands Get Chosen. More Often. At WAA Chosen, we believe marketing only really matters when it makes a brand the obvious choice. That’s why everything we do, from brand and digital to PR and promotions, has one simple purpose: to deliver creativity with commercial bite. We’re an employee-owned agency, which means everyone here has a stake in the success we...

A leading business advisory firm in Sutton is seeking an Audit Senior to lead audit assignments and ensure compliance with all standards. The successful candidate will have a qualification in accountancy (ACCA/ACA) and relevant UK audit experience. Responsibilities include managing client relationships and mentoring junior staff. This full-time role offers competitive benefits, including a...

A financial services company in Sutton Coldfield is seeking an Administrator to provide crucial support to Advisers and the Operations Manager. The candidate must have at least 2 years of experience in the IFA Market and strong computer skills. Responsibilities include preparing client reviews, updating the office system, and supporting meetings. This role offers a chance to develop interpersonal...

A specialist family law firm in Cheam is seeking a Family Solicitor to join their empathetic team. The role involves advising clients on divorce and child arrangements, managing a caseload, and representing clients in negotiations. The ideal candidate is a qualified solicitor with 5+ years in family law, strong communication skills, and a commitment to amicable resolutions. The position offers a...

Private Client Legal Assistant – Sutton Coldfield A well-established private client team in Sutton Coldfield is seeking an enthusiastic and highly organised Private Client Legal Assistant. This role offers the opportunity to work in a supportive environment, providing essential assistance to Solicitors and Clients while ensuring smooth operation of day-to-day legal processes. The role As a...

You will work closely with the Social workers and where appropriate Housing Finance Rent Recovery Teams to ensure that appointees in owned and managed properties do not accrue rent arrears and are up to date paying any care fees.

You will be prioritising key tasks regularly.

A leading outsourcing firm in Sutton Coldfield is searching for a Finance & Outsourcing Business Partner. This dual-role position involves acting as the primary contact for UK clients and leading a team in the Philippines to ensure efficient outsourcing. The ideal candidate will possess strong financial analysis and management skills, aiming to provide strategic insight across multiple...

You will be joining a friendly team that values quality, trust and clear communication. What you will be doing Leading audit assignments for a mix of commercial and charity clients, from the planning stage right through to completion Making sure audit files are clear, complete and well organised

A respected regional law firm is seeking a Private Client Solicitor with at least 3 years PQE to join their Sutton Coldfield office. In this role, you'll manage a varied and established caseload of private client matters while working in a supportive team environment. The firm values precision and offers career development opportunities along with a competitive salary and flexible working...

You will be responsible for managing client enquiries, maintaining accurate files, and providing essential support to fee earners. With a focus on client care and high-quality legal advice, this firm values your contributions and offers a competitive benefits package, including target-related bonuses and opportunities for professional development.

A local government authority in the UK is seeking a Client Finance Officer to manage welfare benefits for vulnerable service users. This role involves acting as a corporate appointee and working closely with social workers. The ideal candidate will have excellent communication skills, empathy, and the ability to work in a small team. Duties include providing support on finance issues and ensuring...

A well-established law firm in Sutton Coldfield is seeking an enthusiastic legal assistant to join their private client team. This office-based role will involve handling client queries, managing legal documents, and assisting with various administrative tasks. The ideal candidate should have prior experience as a legal assistant and possess strong organisational skills. The firm offers an...